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01、Daniel Yergin, Vice Chairman of S&P Global, stated in an interview that although oil prices have not yet reached their previous inflation-adjusted peak, the Strait of Hormuz crisis represents "the greatest energy disruption we have ever seen". Its impacts extend far beyond oil, affecting the global supply of natural gas, fertilizers, helium, aluminum and petrochemical products, with Asia bearing the brunt, as "80% of oil and 90% of liquefied natural gas flow to Asia". While financial markets remain resilient, this highlights a clear "disconnect" between market sentiment and "the reality faced by people in Asia, including oil shortages, rationing, business closures, and restaurants forced to suspend operations due to energy shortages".
1. 标普全球副董事长丹尼尔·耶尔金在采访中表示，尽管油价尚未达到经通胀调整后的先前最高水平，但霍尔木兹海峡危机代表着“我们所见过的最大能源扰动”。其影响远远超出石油，波及全球天然气、化肥、氦气、铝和石化产品的供应，亚洲首当其冲，因为“80%的石油和90%的液化天然气都流向了亚洲”，尽管金融市场依然保持韧性，但这凸显了市场与“亚洲人民实际面临石油短缺、配给、企业倒闭、餐馆因缺乏能源而无法营业的现实”之间存在着明显的“脱节”。
2、According to CCTV News, Qingdao Port launched its second new container route to West Africa this year on April 26. The route directly connects major commercial and trade hubs in West Africa, greatly shortening logistics lead times between Shandong Province, its inland hinterland and West Africa. To date, Qingdao Port has launched a total of 11 container routes to Africa. In the first quarter, the total export value of goods to Africa via Qingdao Port exceeded 43.56 billion yuan, a year-on-year increase of 26.3%.
2. 央视新闻报道，青岛港4月26日开通了今年的第二条非洲航线西非新集装箱航线，该航线直达西非主要商贸枢纽，大幅缩短了山东及内陆腹地与西非地区的物流时效。目前青岛港已累计开通11条非洲集装箱航线，一季度，青岛口岸对非出口总值突破435.6亿元，同比增长26.3%。
3、Paul Chan Mo-po, Financial Secretary of the Hong Kong Special Administrative Region, said that Hong Kong has maintained its top position globally in terms of IPO fundraising volume since the start of this year. In the week ending April 19, IPO fundraising in the Hong Kong stock market exceeded 140 billion Hong Kong dollars; from March to the present, the average daily trading turnover of Hong Kong stocks has surpassed 280 billion Hong Kong dollars.
3. 香港财政司司长陈茂波表示，香港今年以来新股集资额继续位列全球首位。截至4月19日的一周，港股新股集资额已超1400亿港元；3月至今，港股日均成交额超2800亿港元。
4、Huatai Securities pointed out in its latest research report that the global optical fiber and cable market has seen rising shipment volumes and prices since the fourth quarter of 2025. The industry will face limited new effective supply in the next two years, and its prosperity cycle is expected to be prolonged. Leading enterprises hold a high market share in optical preform production capacity, with a concentrated and optimized industry landscape, enabling them to gain pricing power and secure profits amid tightening supply and demand. Second-tier manufacturers with the capacity to resume or expand optical preform production and low valuations will embrace dual opportunities of earnings recovery and valuation restoration as market demand rebounds and leading players run at full production capacity.
4. 华泰证券在最新研报中指出，2025年四季度以来，全球光纤光缆市场呈现“量价共振”态势，行业未来2年内新增有效供给有限，景气周期有望拉长。龙头企业光棒产能份额高，行业格局集中并优化，供需收紧时具备议价与利润获取能力。二线厂商中具备光棒复产或扩产能力且估值处于低位的公司，需求回暖、龙头满产时存在“业绩修复+估值修复”的双重机遇。
5、As reported by Science and Technology Daily, the Global University Satellite Alliance Constellation was officially unveiled at the Industry-University-Research-Application Collaborative Innovation Sub-forum of the Commercial Aerospace High-Quality Innovative Development Forum. The project will integrate core advantages across space infrastructure, satellite R&D and manufacturing, and in-orbit resource services, with a plan to launch 300 university scientific experiment satellites within six years.
5. 科技日报报道，“全球高校卫星联盟星座”在商业航天高质量创新发展论坛商业航天“产学研用”协同创新分论坛上正式发布。项目将整合太空基础设施、卫星研发制造、在轨资源服务等多方核心优势，规划6年内发射300颗高校科学试验卫星。
6、Data from China Railway Shanghai Group shows that as of April 25, the Yangtze River Delta railway network had completed 1.006 million TEUs of sea-rail intermodal transport this year, a year-on-year increase of 11.3%, surpassing the one-million-TEU mark 14 days earlier than last year. At present, the average daily inbound and outbound container volume for sea-rail intermodal transport at major ports including Shanghai Port and Ningbo-Zhoushan Port has reached nearly 8,800 TEUs, and the number of regular freight train routes has increased to 119.
6. 上铁集团数据显示，截至4月25日，长三角铁路今年已完成海铁联运100.6万标箱，同比增长11.3%，较去年提前14天突破百万标箱。目前，上海港、宁波舟山港等主要港口海铁联运日均到发箱量已近8800标箱，固定班列开行数增至119条。
7、Richard Yu, Executive Director of Huawei, revealed during a live stream that a more high-end new vehicle under the Zunjie brand priced at around 2 million yuan will be officially launched at the end of June. Since its launch, the Zunjie S800 has achieved a cumulative delivery volume of 16,000 units in 10 months, ranking first in the sales of million-yuan-level luxury vehicles for seven consecutive months.
7. 华为常务董事余承东在直播中透露，尊界更高端的200万级新车将在6月底对外发布，价格200万元左右。尊界S800上市以来，10个月累计交付1.6万台，连续7个月蝉联百万级销冠。
